+58.6%
GOOD price history and return analytics
+229.8%
-171.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.4% |
| 7D | -3.1% | -1.1% | -1.9% | -2.0% |
| 30D | -1.5% | -1.0% | -0.6% | -0.6% |
| 3M | +2.9% | +3.2% | -0.2% | -0.6% |
| 6M | +8.8% | +12.5% | -3.6% | -4.2% |
| YTD | +27.2% | +14.1% | +13.2% | +10.1% |
| 1Y | +7.3% | +18.9% | -11.6% | -11.2% |
| 3Y | +24.5% | +74.1% | -49.6% | -31.9% |
| 5Y | -11.1% | +66.9% | -77.9% | -49.6% |
| All | +58.6% | +229.8% | -171.2% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling